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Jul 24
Why it’s too early to write off Tim Cook
Apple is currently facing turbulent times, with mounting market criticism focusing on its lack of product innovation, lagging development in generative AI (GenAI), and executive personnel changes. As these issues come to light, discussions have emerged about whether Apple should consider appointing a new CEO to replace Tim Cook.
Apple held its ground in India's recovering smartphone market in the second quarter of 2025, ranking sixth overall. The iPhone 16 series accounted for over half of its shipments, while continued demand for older models helped Apple navigate a competitive landscape and weak organic demand across the industry.
Despite US tariffs on Indonesian goods, Indonesia is negotiating lower duties by offering significant benefits to US tech firms, especially Apple and Google.
Networking gear maker Zyxel Group is set to start constructing a new plant in Vietnam in July, with production expected to start next year, despite uncertainties arising from the US tariffs, according to the Taiwan-based company.
New smartphone releases from Samsung, Realme, Vivo, Oppo, and Apple have reflected major improvements in the industry. The sales in the third and fourth quarters of 2025 are expected to show quarterly growth. Brands are working to promote high-end products to boost profitability and brand value, which positively contributes to the increase in smartphone sales revenue.
TSMC's rapid facility expansion is driving demand beyond equipment suppliers to construction materials providers. Goldsun Building Materials, Taiwan's largest concrete manufacturer, expects technology factory construction to sustain elevated demand for two to three years as geopolitical tensions prompt global tech companies to establish operations on the island.
Coming out the other side after nearly a decade of legal troubles, Samsung Electronics stands at a crossroads. Chairman Lee Jae-yong is rebuilding the group leadership structure, driving major mergers and acquisitions, and reforming corporate culture to proactively be prepared for potential future challenges.
Corning Inc. has avoided the threat of European Union antitrust fines, after it agreed to end exclusivity terms in its supply contracts for break-resistant smartphone screens that the watchdog deemed to be anticompetitive.
Chunghwa Telecom (CHT) continues to advance its Asia-Pacific broadband network layout. Following the announcement on July 16, 2025, of its investment in the AUG East new submarine cable in Asia, CHT announced on July 18 that the Southeast Asia-Japan Cable 2 (SJC2), which was invested in and constructed in 2018, was officially completed and put into operation on the same day.
Ecosystem collaboration is key to 5G monetization
Jul 19
As the global 5G user base continues to rise, the industry's focus is shifting from early traffic dividends and user scale competition to a new game centered on resource allocation and service differentiation. Ericsson believes that the 5G era has evolved from mere technological upgrades into a complex strategic battle involving investment cycles, resource allocation, and value realization.
FWA has huge growth potential in Taiwan
Jul 18
Fixed wireless access (FWA) is only playing second fiddle to fiber in Taiwan's broadband market. Despite that, FWA is far from being just an optional technology, as it offers huge growth potential.
The foldable smartphone space is buzzing with increased support from brands, hardware innovations, and generative AI enhancements. Since the release of Samsung's Galaxy Z Fold 7, the market has the potential to expand.